Kayne Anderson Rudnick Investment Management
AVLR

Kayne Anderson Rudnick Investment Management’s Avalara, Inc. AVLR Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,077,190
Closed -$98.9M – 701
2022
Q3 		$98.9M Sell
1,077,190
-1,750,050
-62% -$157M 0.33% 91
2022
Q2 		$200M Sell
2,827,240
-49,724
-2% -$4.09M 0.63% 62
2022
Q1 		$286M Sell
2,876,964
-283,269
-9% -$28.7M 0.76% 48
2021
Q4 		$408M Sell
3,160,233
-16,533
-0.5% -$2.58M 0.94% 37
2021
Q3 		$555M Sell
3,176,766
-51,296
-2% -$8.82M 1.35% 15
2021
Q2 		$522M Sell
3,228,062
-104,780
-3% -$14.6M 1.29% 17
2021
Q1 		$445M Sell
3,332,842
-248,003
-7% -$38.2M 1.19% 18
2020
Q4 		$590M Buy
3,580,845
+41,296
+1% +$6.61M 1.71% 7
2020
Q3 		$451M Buy
3,539,549
+129,070
+4% +$16.4M 1.63% 12
2020
Q2 		$454M Buy
3,410,479
+159,681
+5% +$15.7M 1.89% 11
2020
Q1 		$243M Buy
3,250,798
+124,823
+4% +$10.2M 1.38% 20
2019
Q4 		$229M Buy
3,125,975
+55,883
+2% +$4.06M 1.11% 26
2019
Q3 		$207M Buy
3,070,092
+76,123
+3% +$6.16M 1.08% 28
2019
Q2 		$216M Buy
2,993,969
+225,660
+8% +$14.6M 1.14% 24
2019
Q1 		$154M Buy
2,768,309
+2,258,145
+443% +$105M 0.88% 31
2018
Q4 		$15.9M Sell
510,164
-86,310
-14% -$2.79M 0.11% 127
2018
Q3 		$20.8M Buy
596,474
+473,773
+386% +$19.6M 0.12% 121
2018
Q2 		$6.55M Buy
+122,701
New +$5.84M 0.04% 188

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's AVLR Position: Q4 2022 in Review

Kayne Anderson Rudnick Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,077,190 shares — an estimated $98.9M sold.

Kayne Anderson Rudnick Investment Management first reported a position in AVLR in Q2 2018 and held it in 18 quarters. The position peaked at $590M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Kayne Anderson Rudnick Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 1,077,190 Avalara, Inc. shares in Q4 2022, an estimated $98.9M.
  • Kayne Anderson Rudnick Investment Management first reported a position in Avalara, Inc. in Q2 2018 and held it in 18 quarters.
  • Kayne Anderson Rudnick Investment Management's Avalara, Inc. position peaked at $590M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.